民生证券给予歌尔股份推荐评级，2025年半年报点评：紧跟端侧AI化浪潮，盈利能力持续提升

Group 1 - Core viewpoint: Minsheng Securities has issued a report on August 25, recommending GoerTek Inc. (002241.SZ, latest price: 30.88 yuan) based on its strategic growth opportunities and innovation capabilities [1] - Reason for rating: The company is closely following the innovation pace of major clients and seizing growth opportunities from strategic new products [1] - Support for innovation: The company benefits from an excellent talent team that supports innovation, guided by a strong core management team [1] Group 2 - Market activity: A-shares have seen trading volumes exceed 2 trillion yuan for eight consecutive days, indicating robust market activity [1] - Recruitment trends: Major industry players are actively recruiting for autumn positions, with 25 job openings highlighting specific characteristics [1]